Professional
Added to YB: 2026-07-07
Pitch date: 2026-03-31
NBIS [bullish]
Nebius Group N.V.
+101.07%
current return
Author Info
No bio for this author
Company Info
Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the United States, the United Kingdom, and internationally.
Market Cap
$55.2B
Pitch Price
$105.94
Price Target
N/A
Dividend
N/A
EV/EBITDA
-1.7K
P/E
74.55
EV/Sales
63.14
Sector
Software
Category
growth
Baron Global Opportunity Fund New Position: Nebius Group N.V.
NBIS (new position): AI neocloud born from Yandex exit (Volozh founder, 1,300 engineers). Bare-metal GPU deals w/ Microsoft ($19B) & Meta ($27B) as quasi-financing at 20%+ margins; GPU residuals may exceed depreciation. Stakes in ClickHouse (~30%, $15B val), Avride, Toloka. AI cloud upside targeting ~10% of $1T+ TAM largely free at entry.
Read full article (4 min)